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Realta Investment Advisors’s BGC Group BGC Stock Holding History

Realta Investment Advisors’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$249K Buy
25,461
+2
+0% +$19 0.09% 179
2025
Q4 		$227K Buy
25,459
+37
+0.1% +$333 0.07% 188
2025
Q3 		$240K Buy
25,422
+602
+2% +$6.03K 0.08% 171
2025
Q2 		$254K Buy
24,820
+451
+2% +$4.14K 0.1% 155
2025
Q1 		$223K Sell
24,369
-498
-2% -$4.67K 0.1% 160
2024
Q4 		$236K Buy
24,867
+1,002
+4% +$9.65K 0.1% 173
2024
Q3 		$224K Buy
23,865
+165
+0.7% +$1.54K 0.1% 170
2024
Q2 		$197K Buy
23,700
+50
+0.2% +$412 0.04% 400
2024
Q1 		$184K Sell
23,650
-1,000
-4% -$7.41K 0.04% 413
2023
Q4 		$178K Buy
+24,650
New +$153K 0.04% 415
2023
Q3 		– Sell
-21,680
Closed -$96K – 781
2023
Q2 		$96K Buy
21,680
+4,555
+27% +$20.2K 0.02% 489
2023
Q1 		$89.6K Buy
17,125
+1,000
+6% +$4.58K 0.02% 415
2022
Q4 		$60.8K Hold
16,125
– – 0.01% 539
2022
Q3 		$51K Buy
16,125
+1,200
+8% +$4.64K 0.01% 528
2022
Q2 		$52K Buy
14,925
+275
+2% +$958 0.01% 388
2022
Q1 		$64K Hold
14,650
– – 0.01% 421
2021
Q4 		$68K Hold
14,650
– – 0.02% 412
2021
Q3 		$76K Sell
14,650
-505
-3% -$2.68K 0.02% 402
2021
Q2 		$86K Buy
15,155
+751
+5% +$4.29K 0.02% 394
2021
Q1 		$70K Buy
14,404
+1
+0% +$4 0.02% 371
2020
Q4 		$58K Buy
14,403
+211
+1% +$738 0.02% 327
2020
Q3 		$34K Buy
14,192
+1,802
+15% +$4.71K 0.01% 313
2020
Q2 		$34K Buy
12,390
+500
+4% +$1.39K 0.01% 339
2020
Q1 		$30K Buy
11,890
+100
+0.8% +$489 0.01% 293
2019
Q4 		$67K Buy
11,790
+200
+2% +$1.13K 0.02% 597
2019
Q3 		$64K Buy
11,590
+700
+6% +$3.75K 0.02% 608
2019
Q2 		$57K Buy
10,890
+250
+2% +$1.3K 0.02% 635
2019
Q1 		$56K Buy
+10,640
New +$63.3K 0.03% 516

Other funds holding BGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Realta Investment Advisors's BGC Position: Q1 2026 in Review

Realta Investment Advisors increased its BGC Group (BGC) stake by 0.01% in Q1 2026, buying an estimated $19 and bringing the position to 25,461 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #179.

Realta Investment Advisors first reported a position in BGC in Q1 2019 and has held it in 28 quarters since. The position peaked at $254K in Q2 2025. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Realta Investment Advisors held 25,461 shares of BGC Group worth $249K as of Q1 2026.
  • Realta Investment Advisors bought 2 BGC Group shares in Q1 2026, an estimated $19.
  • BGC Group made up 0.09% of Realta Investment Advisors's portfolio in Q1 2026, its #179 holding.
  • Realta Investment Advisors first reported a position in BGC Group in Q1 2019 and has held it in 28 quarters since.
  • Realta Investment Advisors's BGC Group position peaked at $254K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.